Meridian-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GDX",
  "RJF",
  "STR",
  "LBRT",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "CSQ",
  "KRP",
  null,
  "EOG",
  null,
  "GILD",
  "HON",
  "HD",
  "MCD",
  null,
  "UNP",
  "QCOM",
  null,
  "INBX",
  "ITW",
  "ICE",
  "META",
  "IVW",
  "RSVR",
  "RNTX",
  "IQV",
  null,
  null,
  null,
  "EXG",
  "MPC",
  "MMC",
  "MA",
  "MDT",
  "AESI",
  "MSFT",
  "MDLZ",
  "EQIX",
  "NVS",
  "ORLY",
  "BX",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  "OKE",
  "VHT",
  "IWF",
  null,
  "PANW",
  "PEP",
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "NVDA",
  "GS",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "SPGI",
  null,
  null,
  "NOW",
  "O",
  "RTX",
  "GLD",
  "AMT",
  "RSG",
  "SPLG",
  "IBM",
  "TXN",
  "TMO",
  "TJX",
  "VO",
  "VV",
  "PUMP",
  null,
  "VIG",
  null,
  null,
  "TSM",
  null,
  null,
  "MGC",
  "TT",
  "STWD",
  "AMD",
  "SDY",
  "FI",
  "WM",
  "AMZN",
  "MSI",
  null,
  null,
  "VUG",
  "VEA",
  "VTWO",
  "VOT",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WMB",
  "IUSG",
  "SCHD",
  "ET",
  "NXPI",
  "PSX",
  "CRM",
  "MELI",
  "MCK",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BRK-B",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "DHR",
  "DVN",
  "FANG",
  "RSP",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "EPD",
  "MDY",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 170
Total Value: 589039409
Accession Number: 0001951757-25-000506
Form Type: 13F-HR
CIK: meridian-wealth-advisors
Manager Name: Meridian-Wealth-Advisors

Data Enrichment

88% identified

150 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

170 positions • $589.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:7.5K

Value:$312.8K

% of Portfolio:0.1% ($312.8K/$589.0M)

NIKE, Inc.

NKE|654106103

Shares:4.9K

Value:$309.1K

% of Portfolio:0.1% ($309.1K/$589.0M)

81369Y308

Shares:3.7K

Value:$300.5K

% of Portfolio:0.1% ($300.5K/$589.0M)

ARES CAPITAL CORP

ARCC|04010L103

Shares:13.5K

Value:$299.2K

% of Portfolio:0.1% ($299.2K/$589.0M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:5.0K

Value:$298.8K

% of Portfolio:0.1% ($298.8K/$589.0M)

CONOCOPHILLIPS

COP|20825C104

Shares:2.8K

Value:$293.5K

% of Portfolio:0.0% ($293.5K/$589.0M)

NOVARTIS AG

NVS|66987V109

Shares:2.6K

Value:$290.0K

% of Portfolio:0.0% ($290.0K/$589.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.4K

Value:$288.8K

% of Portfolio:0.0% ($288.8K/$589.0M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.9K

Value:$279.3K

% of Portfolio:0.0% ($279.3K/$589.0M)

Medtronic plc

MDT|G5960L103

Shares:3.1K

Value:$278.9K

% of Portfolio:0.0% ($278.9K/$589.0M)

STARWOOD PROPERTY TRUST, INC.

STWD|85571B105

Shares:13.9K

Value:$274.8K

% of Portfolio:0.0% ($274.8K/$589.0M)

46429B689

EFAV|46429B689

Shares:3.4K

Value:$264.1K

% of Portfolio:0.0% ($264.1K/$589.0M)

46138E362

Shares:5.3K

Value:$263.7K

% of Portfolio:0.0% ($263.7K/$589.0M)

33735K108

Shares:2.0K

Value:$259.5K

% of Portfolio:0.0% ($259.5K/$589.0M)

78464A854

SPLG|78464A854

Shares:3.8K

Value:$249.0K

% of Portfolio:0.0% ($249.0K/$589.0M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:1.4K

Value:$248.7K

% of Portfolio:0.0% ($248.7K/$589.0M)

Liberty Energy Inc.

LBRT|53115L104

Shares:14.8K

Value:$234.3K

% of Portfolio:0.0% ($234.3K/$589.0M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.6K

Value:$231.1K

% of Portfolio:0.0% ($231.1K/$589.0M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:2.0K

Value:$228.4K

% of Portfolio:0.0% ($228.4K/$589.0M)

3M CO

MMM|88579Y101

Shares:1.5K

Value:$222.8K

% of Portfolio:0.0% ($222.8K/$589.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BANK OF AMERICA CORP /DE/(BACcusip060505104)	7.5K	QoQ -1.25% (-95) YoY -90.06% (-68.0K)	All Managers (Combined)	$312.8K	0.1% ($312.8K/$589.0M)	QoQ -6.24% (-$20.8K) YoY -89.07% (-$2.5M)
NIKE, Inc.(NKEcusip654106103)	4.9K	QoQ -42.88% (-3.7K) YoY -47.65% (-4.4K)	All Managers (Combined)	$309.1K	0.1% ($309.1K/$589.0M)	QoQ -52.08% (-$336.0K) YoY -64.64% (-$565.1K)
(cusip81369Y308)✕	3.7K	QoQ +2.79% (+100) YoY -3.41% (-130)	All Managers (Combined)	$300.5K	0.1% ($300.5K/$589.0M)	QoQ +6.79% (+$19.1K) YoY +3.30% (-$9.6K)
ARES CAPITAL CORP(ARCCcusip04010L103)	13.5K	QoQ 0.00% (+0) YoY NEW(+13.5K)	All Managers (Combined)	$299.2K	0.1% ($299.2K/$589.0M)	QoQ +1.23% (+$3.6K) YoY NEW(+$299.2K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	5.0K	QoQ 0.00% (+0) YoY NEW(+5.0K)	All Managers (Combined)	$298.8K	0.1% ($298.8K/$589.0M)	QoQ +10.42% (+$28.2K) YoY NEW(+$298.8K)
CONOCOPHILLIPS(COPcusip20825C104)	2.8K	QoQ -7.72% (-234) YoY +3.09% (-84)	All Managers (Combined)	$293.5K	0.0% ($293.5K/$589.0M)	QoQ -2.28% (-$6.9K) YoY -14.94% (-$51.6K)
NOVARTIS AG(NVScusip66987V109)	2.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$290.0K	0.0% ($290.0K/$589.0M)	QoQ +14.56% (+$36.9K) YoY +15.24% (+$38.4K)
AbbVie Inc.(ABBVcusip00287Y109)	1.4K	QoQ -0.57% (-8) YoY -7.69% (-115)	All Managers (Combined)	$288.8K	0.0% ($288.8K/$589.0M)	QoQ +17.20% (-$42.4K) YoY +6.16% (-$16.8K)
NEXTERA ENERGY INC(NEEcusip65339F101)	3.9K	QoQ -21.60% (-1.1K) YoY +4.64% (+175)	All Managers (Combined)	$279.3K	0.0% ($279.3K/$589.0M)	QoQ -22.48% (-$81.0K) YoY +16.07% (+$38.7K)
Medtronic plc(MDTcusipG5960L103)	3.1K	QoQ -16.53% (-615) YoY -29.91% (-1.3K)	All Managers (Combined)	$278.9K	0.0% ($278.9K/$589.0M)	QoQ -6.10% (-$18.1K) YoY -27.73% (-$107.1K)
STARWOOD PROPERTY TRUST, INC.(STWDcusip85571B105)	13.9K	QoQ 0.00% (+0) YoY -33.49% (-7.0K)	All Managers (Combined)	$274.8K	0.0% ($274.8K/$589.0M)	QoQ +4.32% (+$11.4K) YoY -35.32% (-$150.1K)
(EFAVcusip46429B689)	3.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$264.1K	0.0% ($264.1K/$589.0M)	QoQ +10.19% (+$24.4K) YoY +9.93% (+$23.9K)
(cusip46138E362)✕	5.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$263.7K	0.0% ($263.7K/$589.0M)	QoQ +3.97% (+$10.1K) YoY +13.13% (+$30.6K)
(cusip33735K108)✕	2.0K	QoQ 0.00% (-0) YoY -50.00% (-2.0K)	All Managers (Combined)	$259.5K	0.0% ($259.5K/$589.0M)	QoQ -4.95% (-$13.5K) YoY -46.70% (-$227.4K)
(SPLGcusip78464A854)	3.8K	QoQ +0.13% (-5) YoY NEW(+3.8K)	All Managers (Combined)	$249.0K	0.0% ($249.0K/$589.0M)	QoQ -4.49% (-$11.7K) YoY NEW(+$249.0K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	1.4K	QoQ -96.22% (-36.8K) YoY -95.78% (-32.8K)	All Managers (Combined)	$248.7K	0.0% ($248.7K/$589.0M)	QoQ -95.63% (-$5.4M) YoY -94.71% (-$4.5M)
Liberty Energy Inc.(LBRTcusip53115L104)	14.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$234.3K	0.0% ($234.3K/$589.0M)	QoQ -20.41% (-$60.1K) YoY -23.60% (-$72.4K)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.6K	QoQ -9.16% (-164) YoY -9.16% (-164)	All Managers (Combined)	$231.1K	0.0% ($231.1K/$589.0M)	QoQ -1.41% (-$3.3K) YoY -0.12% (-$300)
GILEAD SCIENCES, INC.(GILDcusip375558103)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$228.4K	0.0% ($228.4K/$589.0M)	QoQ NEW(+$228.4K) YoY NEW(+$228.4K)
3M CO(MMMcusip88579Y101)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$222.8K	0.0% ($222.8K/$589.0M)	QoQ NEW(+$222.8K) YoY NEW(+$222.8K)